Identify all the use cases in the case study and develop a UML use case diagram for the Investment CRM.

System: Investment Customer Relationship Management (CRM)

Rosil Capital is a Johannesburg based boutique investment management company with Investors from all over the world. Rosil Capital is run by a Chief Investment Offer and a number of Fund Managers. The company is in the process of launching an Investment Customer Relationship Management (CRM) System to improve their online interaction with Investors and to automate any manual processes in the business.

One of the main processes they are looking forward to automating through the Investment CRM System, is the enrolment of new Investors by a Fund Manager. At the moment, Fund Managers use excel spreadsheets to manage investment funds, capture and update investor details and to view investor details. All these functions are going to be performed through the Investment CRM. The Investor will be allowed to view fund performance, capture comments and view statements. The Investment CRM System is web-based and hosted on the cloud to allow global access. The web-based platform is mobile friendly but there is also a mobile app version that can be installed on iPhone and Android smartphones.

The Chief Investment Officer is excited about the new system and would also like to use it to view investor details and approve investments initiated by a Fund Manager. Investor details include, amongst others, investor number, name, surname, initials, ID number, postal address and email address. All Investors are required to submit FICA documents which is an ID and proof of residence. One Investor can make zero, one or more

Investments through an Investment Account. A Fund Manager can manage one or more Investor Accounts, which also means an Investor can also open one or more accounts managed by different Fund Managers.

Fund Managers and the Chief Investment Officer are both Employees of Rosil Capital, however there is a business rule that explicitly states that ‘Chief Investment Officer cannot manage an Investor Account directly’. In addition to common Employee information, both

the Fund Manager and Chief Investment Officer will have some information and roles that are unique. 

Q.2.1

Identify all the use cases in the case study and develop a UML use case diagram for the Investment CRM.

Q.2.2

Identify and define the acronym UML.